Learn about business automation types and their beneficiaries

Whether you run a small business or a large enterprise, business automation is an excellent way to streamline processes and drive business growth.

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Learn about business automation types and their beneficiaries

Whether you run a small business or a large enterprise, business automation is an excellent way to streamline processes and drive business growth. Automation tools are designed to replace human labor with automated labor so that you can put those human resources to work elsewhere at work.
To realize the full potential of automation, companies need to use proven automation software and best practices in all workflows - from creating faster digital customer experiences to streamlining internal processes. However, not all solutions contain the full range of technology needed to automate operations from start to finish. This can lead to many point solutions, higher costs and inability to expand.
Business automation is a term for using technology applications that perform recurring tasks, freeing up employees for work of higher value. This includes business process automation (BPA), robotic process automation (RPA) and AI automation.
Years ago, automation required huge central computers and a team of experts to maintain them. Today, cloud-based automation platforms put functions within the reach of companies of all sizes.

Types of business automation:

Basic automation: Basic automation requires simple, primitive tasks and automates these tasks. Using little or no coding, basic automation tools digitize repetitive tasks - helping to eliminate errors and accelerate the pace of transaction work. Business Operations Management (BPM) and RPA are examples of basic automation.
Process automation: Process automation manages business processes for standardization and transparency. Process automation is often handled by customized software, and can increase productivity and efficiency - while also offering valuable business insights. Process mining and workflow automation are examples of process automation.
Advanced automation: Advanced automation combines humans and machines to integrate multiple systems across the enterprise. By supporting the most complex processes, advanced automation relies on unregulated data along with machine learning, natural language processing and analysis. Promotes knowledge management and decision support for specialized work.
Smart automation: Driven by artificial intelligence, smart automation means that machines can "learn" and make decisions based on the situations they encountered and analyzed. For example, in customer service, AI-enabled virtual assistants can reduce costs while enabling smarter interactions between customers and human agents. The result is a better customer service experience.
Examples of automation of business operations
Below is a sample of business operations that benefit from automation:
Preparing new staff
The integration of a new employee is an important business process involving many low-level but accurate tasks, from filling out employee forms and scheduling training courses to completing tax documents and creating bank accounts. Process automation eliminates a lot of paperwork, ensures that all steps are completed and managers and staff are kept informed. Read more about the benefits of automating the setup process.
Setting up new customers
In the financial services industry, banks and other finance companies need to carry out background checks for new customers and inform appropriate local and federal governments when they join them as part of the requirements of your know your customer rule. BPA can help streamline these processes by using artificial intelligence to automate many manual steps. Faster and automatic operations also improve customer satisfaction.
Support to the Office of Information Technology Services
IT tickets received typically outweigh the ability of IT staff to handle them. Automation software can analyze, classify and direct incoming tickets to relevant support staff, provide service updates to customers and alert IT workers to problems that require immediate attention for compliance reasons, among other core tasks. Advanced automated help desk tools include artificial intelligence to predict, manage and solve common user problems.
Marketing Automation:
Marketing automation software allows companies to target customers with automated marketing messages across channels including email, websites, social media and text messages to generate expected sales customers. Technology is part of customer relationship management, or CRM, and is usually used by marketing departments as a way to remove recurring tasks from employees' workflow functions and increase overall marketing efficiency.

What business operations should you automate?

Business process automation is not limited to a few functions. Some factors that could indicate the need for automation include:
  • Large size of tasks
  • Multiple persons required to carry out tasks
  • The sensitive nature of time
  • Significant impact on other processes and systems
  • Need for compliance and auditing pathways
If the activity meets all the above criteria, it is very likely that you need to automate your business process.
To give you a clearer picture, here are some of the most common automated processes in institutions:
  • Email and Payment Notifications
  • Help desk support
  • Making case studies for clients
  • Data collection and migration
  • Backup and Restore
  • Staff member's leave requests
  • Buy
  • Contact Centre Operations
  • Sales Orders
  • Tracking time and attendance
  • Payroll
  • Invoices
  • Groups
  • Product Launch
  • Sponsoring Opportunity

Here are some indicators on how automation works:

  • Start with a clear understanding of the tasks involved, who is responsible, and when each task is performed.
  • Make sure you have clearly defined targets when automating a business process. This will save a lot of time in course correction.
  • Measuring results through a gradual approach. Many organizations are disappointed when results are not achieved overnight.
  • Invest sufficient time in staff training and work in the adjustment period.
  • Build a long-term view of a good ROI experience.
  • Use ready-made solutions when available.

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